Currently viewing the tag: "self service"

Password Security for Sage CRM Self Service Portal

By On May 18, 2011

Secured password is mandatory feature in any application. If your password is not encrypted/ secured then there is a possibility of security violation or can anyone hack your password. To avoid these kinds of issues your password should be well formed and follow some rules. Sage CRM includes two major modules that are: – Sage [...]

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Survey Module in Sage CRM

By On July 6, 2010

Why do we need Surveys? This question may have several different answers depending upon the organizational goals we are aiming at by conducting online surveys. Conducting Surveys is the most efficient and cost effective way of gathering opinions, suggestions and valuable feedbacks from client in order to enhance the services and survive in competition with [...]

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Steps to be remembered while moving Sage CRM database from one server to another

By On October 12, 2009

Are you planning to Move your Sage CRM database from one server to another?? Make sure you have followed all the below instructions after doing so.
1. Make sure you have put the proper database server name and login details for the same as shown below.

2. If Self service support site is [...]

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Directly Log In to Case Summary Screen for a particular case in Self Service

By On August 4, 2009

In CRM, URL of a Case’s Summary Screen will look something like given below.

“http://localhost/crm62/eware.dll?&Act=281&Mode=1&CLk=T&Key0=8&Key1=43&Key2=57&Key8=46″>”

If you will paste this URL into browser and then hit the Enter Keyword, CRM login screen appears. After entering the User Name and Password, when you click on the Log On button, it will redirect you to Case Summary [...]

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Enable Self Service for the Person directly from the Person Entry screen

By On July 30, 2009

To enable Self Service for the Person from CRM, you will need to navigate to the Self Service tab under the Person context. Then you can check the Self Service Enabled checkbox which is available on the Self Service Details screen and click on save button in order to activate the Self Service for that [...]

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Change the default page that appears after successful login to Self Service Support Site

By On July 30, 2009

CRM provides functionality for the Users to log into the screen of their choice. This setting can be changed from the User preference area of CRM. However, the same is still not achieved in Self Service Support Site for the Self Service users. Whenever Self Service users login to the support site they may see [...]

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Can you use Calendar Control in your Self Service portal???

By On June 11, 2009

Are you looking to provide calendar control in your Customer Self Service Portal so that picking up the dates accordng to the requirement would be a quite simple task???

Well, this is quite doable.

Basically, if we use the Sage CRM standard date field in the Self Service portal, we will not be able to [...]

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Handle Communications and Notes for a Case in CRM Self Service

By On April 18, 2009

As we know that there are a lot of limitations available in Self Service customization and Sage CRM does not support to customize the Self Service smoothly.

But if you are looking to create communications or add any notes against the case you have created in CRM Self Service?

If yes, then we have [...]

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IIS and Self-Service

By On January 5, 2009

If you are willing to create or change the exitsing Self Service Instance for SageCRM please have a look at the steps mentioned below.

Steps to create a new virtual directory for self service is given below:

1. Go to Control Panel->Administrative Tools->Internet Information Services
2. Right click on the Default Web Site and select [...]

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